EM
CFP
EM
CFP

Elaine Mcnair

27 Years of Experience
Lubbock, TX
1 DisclosureBrokerSells Insurance

Elaine Mcnair is a CFP-designated registered investment advisor at LPL Financial LLC, based in Lubbock, TX, with 27 years of industry experience. Elaine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4213 85th St Ste A, Lubbock, TX, 79423

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2016
Settled
Other Business ActivitiesSells Insurance

Elaine is affiliated with West Texas Wealthcare Advisors for non-variable insurance and as a DBA for her LPL business. She is also affiliated with Elaine McNair CPA, Inc. through a CPA affiliate program.

Employment History
Current Registrations
LPL Financial LLC
January 2021 - Present · 5 yrs 9 mos
LPL Financial LLC
January 2021 - Present · 5 yrs 9 mos
LPL Financial LLCBroker
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Avantax Advisory Services
October 2019 - December 2020 · 1 yr 2 mos
Avantax Investment Services, INC.Broker
October 2019 - December 2020 · 1 yr 2 mos
1st Global Advisors INC
November 2000 - October 2019 · 18 yrs 11 mos
1st Global Capital CORP.Broker
August 1999 - October 2019 · 20 yrs 2 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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